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| Keyboard |
| Manners Paul & Associates Inc
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|---|---|
| CRD # | 110996 |
| SEC # | 801-14470 |
| CIK # | 0032639599 |
| AUM | 349.5 M (2025-10-07) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 404-231-8611 |
| Address | 3901 Roswell Road Marietta, GA 30062 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 44.9 |
| (b) Individuals (high net worth individuals) | 105 | 294.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 402 | 349.5 |
| By Discretionary | ||
| Discretionary | 185 | 251.5 |
| Non-Discretionary | 217 | 98.0 |
| Total | 402 | 349.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 349.5 | |
| Total | 402 | 349.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sykon Capital LLC
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|
NY | 350.1 M |
|
Sonoma Allocations LLC
✚
|
CA | 350.0 M |
|
Superior Planning LLC
✚
|
CA | 349.6 M |
|
Donato Wealth Management PLLC
✚
|
TX | 349.3 M |
|
Aragon Capital LLC
✚
|
FL | 349.3 M |
|
Jackson Creek Investment Advisors LLC
✚
|
CO | 349.0 M |
|
Brooks Moore & Associates Inc
✚
|
TN | 348.9 M |
|
Melfa Wealth Management Inc
✚
|
MA | 348.8 M |
|
Arlen Capital LLC
✚
|
RI | 348.8 M |
|
Gainline Financial Partners LLC
✚
|
MN | 348.6 M |